American Century Companies Portfolio holdings
American Century Companies, Inc., founded in 1958 by James E. Stowers Jr. as Twentieth Century Mutual Funds and headquartered in Kansas City, Missouri, is a privately held investment management firm renowned for its focus on delivering investment results to clients while supporting medical research. Starting with just $100,000 from 24 shareholders, it rebranded to American Century Investments in 1997 and now manages hundreds of billions in assets across mutual funds, ETFs, and institutional portfolios, emphasizing no-load funds and a client-centric approach. The firm’s unique ownership structure sees over 40% of its profits funneled to the Stowers Institute for Medical Research, which it majority-owns, funding groundbreaking biomedical research, while Nomura Holdings holds a significant minority stake. With a global presence in cities like New York, London, and Hong Kong, and a workforce of around 1,400, American Century blends financial expertise with a mission to improve lives through both wealth creation and scientific advancement.
Top Buys
| 1 |
Netflix
NFLX
|
$348M |
| 2 |
Booking.com
BKNG
|
$293M |
| 3 |
TSMC
TSM
|
$239M |
| 4 |
Interactive Brokers
IBKR
|
$231M |
| 5 |
Howmet Aerospace
HWM
|
$231M |
Top Sells
| 1 |
Apple
AAPL
|
$570M |
| 2 |
Palantir
PLTR
|
$375M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$235M |
| 4 |
Progressive
PGR
|
$222M |
| 5 |
Salesforce
CRM
|
$205M |
Sector Composition
| 1 | Technology | 26.45% |
| 2 | Financials | 14.55% |
| 3 | Consumer Discretionary | 12.69% |
| 4 | Industrials | 10.07% |
| 5 | Healthcare | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fair Isaac
FICO
$36.5B
| $726M | 0.39% | 397,389 +10,771 | +3% | +$19.7M |
|
|
27
Howmet Aerospace
HWM
$70.2B
| $677M | 0.37% | 3,635,999 +1,240,071 | +52% | +$231M |
|
28
AbbVie
ABBV
$372B
| $636M | 0.35% | 3,428,814 +349,973 | +11% | +$65M |
|
29
Kenvue
KVUE
$39.7B
| $633M | 0.34% | 30,265,020 +8,436,166 | +39% | +$177M |
|
30
Becton Dickinson
BDX
$55.3B
| $588M | 0.32% | 3,416,453 +839,756 | +33% | +$145M |
|
31
Alnylam Pharmaceuticals
ALNY
$58.5B
| $585M | 0.32% | 1,793,846 +33,411 | +2% | +$10.9M |
|
32
Cloudflare
NET
$72.7B
| $583M | 0.32% | 2,977,223 -60,197 | -2% | -$11.8M |
|
33
Enterprise Products Partners
EPD
$69.6B
| $578M | 0.31% | 18,652,232 +252,513 | +1% | +$7.83M |
|
34
Medtronic
MDT
$119B
| $554M | 0.3% | 6,356,994 -1,081,458 | -15% | -$94.3M |
|
35
Verizon
VZ
$186B
| $553M | 0.3% | 12,783,199 +1,042,045 | +9% | +$45.1M |
|
36
Truist Financial
TFC
$60.4B
| $552M | 0.3% | 12,834,800 +793,276 | +7% | +$34.1M |
|
37
MSCI
MSCI
$43.9B
| $538M | 0.29% | 932,449 -76,329 | -8% | -$44M |
|
38
Datadog
DDOG
$47.7B
| $530M | 0.29% | 3,941,899 -186,242 | -5% | -$25M |
|
39
Wingstop
WING
$9.16B
| $524M | 0.28% | 1,557,383 +294,786 | +23% | +$99.3M |
|
40
Uber
UBER
$196B
| $524M | 0.28% | 5,616,964 -808,438 | -13% | -$75.4M |
|
41
Zimmer Biomet
ZBH
$21B
| $521M | 0.28% | 5,709,370 +458,903 | +9% | +$41.9M |
|
42
TJX Companies
TJX
$152B
| $515M | 0.28% | 4,173,873 +704,235 | +20% | +$87M |
|
43
UnitedHealth
UNH
$281B
| $504M | 0.27% | 1,614,589 -128,455 | -7% | -$40.1M |
|
44
US Bancorp
USB
$76B
| $479M | 0.26% | 10,596,240 +526,066 | +5% | +$23.8M |
|
45
Graphic Packaging
GPK
$6.6B
| $464M | 0.25% | 22,022,347 +3,533,846 | +19% | +$74.5M |
|
46
Idexx Laboratories
IDXX
$51.8B
| $458M | 0.25% | 853,161 -14,831 | -2% | -$7.95M |
|
|
47
Booking.com
BKNG
$181B
| $451M | 0.25% | 77,926 +50,592 | +185% | +$293M |
|
48
Boston Scientific
BSX
$156B
| $439M | 0.24% | 4,083,325 +195,947 | +5% | +$21M |
|
49
DocuSign
DOCU
$15.5B
| $433M | 0.24% | 5,564,318 +86,560 | +2% | +$6.74M |
|
50
Dynatrace
DT
$15.3B
| $433M | 0.24% | 7,845,619 +44,288 | +0.6% | +$2.45M |
|